Salesforce action trigger Emma mailing

  • 3
  • Idea
  • Updated 3 years ago
  • Not Planned
Can an action in salesforce (like closing a deal for example) trigger an Emma mailing to that person?
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  • 14 Posts
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Posted 5 years ago

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Photo of Cody De Vos

Cody De Vos, Official Rep

  • 106 Posts
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Thanks for writing in! I can definitely see the value in automating a mailing based on a deal that's closed in Salesforce. Would that deal be a Salesforce "Opportunity?" 

Currently, Emma's Salesforce integration only syncs to Salesforce Lead and Contact records, so while we can trigger an email in response to some Salesforce field changes on those records, I'm afraid we can't yet trigger an email in response to any update that occurs on other Salesforce record types (like Accounts or Opportunities). 

We're currently building a brand new autoresponders system that will open up the door to much more sophisticated email automation campaigns, so I'll definitely keep your question in mind. We'd need to update both our autoresponder system and our Salesforce integration to make this possible, so it may be some time before we get there. But I'll be sure to follow up when we do.
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Joe St. Clair

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We are definitely interested in this, we are currently struggling with the built in SalesForce template system.  We want to send automated followup emails to our customers to free up time for our sales team and add good design consistency to our communications.
For us what we would like to do is upon opportunity stage change send email or after x time send email.
For our implementation we have a opportunity stage that are "Needs Quoted" & "Quote Sent".  We would like to send a follow up email linking to our full line card  and asking for feedback on the quote 48 hours after a quote is sent.
We would also like to send a feed back survey to customers after an Opportunity is marked closed one or closed lost
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Cody De Vos, Official Rep

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That makes perfect sense, Joe. Thanks for providing the details! It's very helpful to know exactly what you're looking for. We'll be sure to follow up if we pursue an expansion of our Salesforce integration to include Opportunities.
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To A Finish

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Are workflows based on Opportunities avail yet?

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Grey Stepp, Support Team Manager

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Hey there, 

We don't have it yet.  Earlier this year we launched the brand new integration that is a much more stable platform.  Once we get all of the kinks worked out of the new iteration, then we'll be able to look at expansions.  

We'll certainly keep the page live in order to update folks on it.  

- G